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AE Wealth Management’s Star Bulk Carriers SBLK Stock Holding History

AE Wealth Management’s Portfolio SBLK Stock Details SBLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-50,505
Closed -$883K – 1908
2022
Q3 		$883K Sell
50,505
-33,406
-40% -$762K 0.01% 990
2022
Q2 		$2.1M Buy
83,911
+32,803
+64% +$951K 0.02% 657
2022
Q1 		$1.52M Buy
+51,108
New +$1.34M 0.01% 781

Other funds holding SBLK

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

AE Wealth Management's SBLK Position: Q4 2022 in Review

AE Wealth Management sold out of Star Bulk Carriers (SBLK) in Q4 2022, closing a stake of 50,505 shares — an estimated $883K sold.

AE Wealth Management first reported a position in SBLK in Q1 2022 and held it in 3 quarters. The position peaked at $2.1M in Q2 2022. 161 funds tracked by Wall St. Rank hold SBLK as of Q4 2022.

  • AE Wealth Management reported no remaining Star Bulk Carriers position as of Q4 2022 after selling out during the quarter.
  • AE Wealth Management sold 50,505 Star Bulk Carriers shares in Q4 2022, an estimated $883K.
  • AE Wealth Management first reported a position in Star Bulk Carriers in Q1 2022 and held it in 3 quarters.
  • AE Wealth Management's Star Bulk Carriers position peaked at $2.1M in Q2 2022.
  • 161 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q4 2022.

Based on AE Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.